Turn New Enquiries Into Better Customer Relationships
Bring your leads, follow-ups and sales activity into one organised system. UnnatiX Technologies helps connect your website, CRM and marketing workflows so your team can respond consistently, reduce repetitive work and keep track of every opportunity.
Get a Free ConsultationMake Every Enquiry Easier to Manage
One Source of Truth
Keep contact details, conversation history and deal activity organised.
Consistent Follow-Ups
Create agreed reminders and nurture sequences for relevant next steps.
Less Manual Work
Reduce repetitive entry and routine hand-offs between your tools.
Better Team Coordination
Give the right people visibility into leads, tasks and ownership.
Useful Reporting
Understand your pipeline and follow-up activity with clear dashboards.
CRM & Automation Services Built Around Your Workflow
A clear scope, tailored to your business and existing systems.
CRM Setup & Configuration
Configure contact fields, pipelines, stages and permissions around your sales process.
Website & Form Integrations
Connect enquiry forms and landing pages to your CRM with appropriate field mapping.
Lead Routing & Assignment
Define how incoming enquiries reach the right person or department.
Email Nurturing Workflows
Plan relevant, consent-based follow-up sequences for different customer journeys.
Sales Pipeline Automation
Set up reminders, task creation and agreed actions as opportunities move forward.
WhatsApp Workflow Integration
Assess supported business messaging tools and connect suitable opt-in workflows.
Data Cleanup & Migration
Review your existing records, map fields and plan a controlled import.
Dashboards, Training & Support
Create useful reports and help your team understand the configured system.
How We Work
From understanding the problem to delivering an agreed solution.
Understand Your Process
Map your lead sources, team responsibilities and current follow-up gaps.
Choose the Right Setup
Agree on the platform, fields, permissions and integration scope.
Build & Connect
Configure pipelines and connect supported tools and forms.
Test Real Scenarios
Check routing, duplicates, consent handling and workflow behaviour.
Train & Launch
Walk your team through daily use and deploy the agreed setup.
Review & Refine
Use feedback and reporting to improve the workflows over time.
A Setup That Fits Your Existing Tools
Platform selection depends on your requirements, access and licensing. Any third-party subscription fees are discussed separately.
HubSpot
Zoho CRM
Salesforce
WordPress FormsWho This Service Can Help
We agree the right approach for your organisation, audience and requirements.
Service Businesses
Organise enquiries, consultations and follow-ups.
B2B Sales Teams
Track opportunities and make ownership clear.
E-Commerce Brands
Coordinate relevant lifecycle communication.
Multi-Team Operations
Connect the hand-off between marketing and sales.
Why Work With UnnatiX?
Clear communication, thoughtful planning and practical delivery.
Built Around Your Goals
We define a useful scope around your business needs and priorities.
Clear Discovery
We review access, platforms and constraints before recommending a plan.
Connected Thinking
Your website, marketing and operational tools should work coherently.
Transparent Reporting
We explain the work, progress and available results in plain language.
Collaborative Delivery
We agree responsibilities and keep your team involved in key decisions.
Practical Support
Documentation, hand-over and ongoing work can be included in the agreed scope.
Frequently Asked Questions
1. Can you work with our existing CRM?
We can review your current CRM, permissions, workflows and integrations before recommending changes. Compatibility depends on your platform and subscription.
2. Which CRM should we choose?
The right platform depends on your sales process, team size, integration needs and budget. We can help compare suitable options without assuming one tool fits every business.
3. Can website leads enter the CRM automatically?
Yes, supported forms and APIs can be configured to send agreed fields to the CRM. We test mapping, validation and routing before launch.
4. Can you automate WhatsApp and email follow-ups?
We can assess supported messaging and email tools and design appropriate opt-in workflows. Platform permissions, policies and third-party charges may apply.
5. Will you migrate our existing contacts?
A migration can be included after reviewing the source data, field structure and access. We agree the scope, cleanup and backup approach before importing.
6. How much does a CRM automation project cost?
Pricing depends on the platforms, integrations, data migration and workflow complexity. Share your process for a scoped quote; software subscriptions are separate unless agreed otherwise.
7. Will our team receive training?
We can include a walkthrough, documentation and an agreed support period in the project scope so your team can use the configured system confidently.
Let’s Discuss Your Project
Share your requirements for a free consultation.